Filed June 17, 2022 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,602 | $61,125+90.8% | $94,057+24.0% | $87,485+33.3% |
| Participation rate | 95.1% | 64.1%+31.0pp | 73.3%+21.7pp | 68.9%+26.1pp |
| Annual return | 15.02% | 35.20%-20.2pp | 480.62%-465.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $7,642 | $2,136+257.7% | $2,933+160.6% | $2,596+194.4% |
| Participant deferral / active EE | $7,639 | $3,260+134.3% | $4,709+62.2% | $4,274+78.7% |
| Admin fee / account holder | $14,165 | $5,629+151.7% | $7,244+95.5% | $7,775+82.2% |